SEEDS INVESTOR LLC

Open in PORT →← all managers

CIK 2021047

13F portfolio (2026-Q1)

$735M

Positions

350

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

350

Top 5

22.6%

Top 10

33.1%

Effective N

54.8

HHI

0.018

This quarter

106 new · 0 exit →

By sector

Unclassified77.3%

Information Technology8.9%

Consumer Discretionary3.1%

Financials2.5%

Communication Services2.5%

Industrials2.4%

Health Care1.3%

Materials0.5%

Other1.3%

By market cap

Unknown79.2%

Mega (>$200B)12.9%

Large ($10–200B)7.6%

Mid ($2–10B)0.3%

Micro (<$300M)0.0%

By region

Other77.3%

North America21.2%

Asia-Pacific0.8%

Europe0.7%

Middle East0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	77.46%	151
Semiconductors & Semiconductor Equipment	3.88%	16
Technology Hardware & Equipment	3.00%	13
Specialty Retail	1.89%	9
Software & IT Services	1.86%	4
Machinery	1.45%	15
Software	1.32%	7
Banks	1.21%	17
Pharmaceuticals & Biotechnology	1.18%	14
Commercial Services & Supplies	0.92%	10
Distributors	0.56%	9
Communications Equipment	0.45%	4
Capital Markets	0.41%	7
Insurance	0.40%	8
Utilities	0.36%	7
Chemicals	0.32%	7
Oil, Gas & Consumable Fuels	0.28%	4
Automobiles & Components	0.27%	3
Electrical Equipment & Components	0.25%	3
Construction & Engineering	0.20%	4
Metals & Mining	0.20%	3
Hotels, Restaurants & Leisure	0.20%	2
Real Estate Management & Development	0.19%	2
Beverages	0.19%	2
Media & Entertainment	0.18%	2
Media & Publishing	0.18%	3
Diversified Telecommunication Services	0.16%	2
Equity Real Estate Investment Trusts (REITs)	0.15%	3
Entertainment	0.13%	2
Aerospace & Defense	0.12%	3
Health Care Equipment & Supplies	0.11%	2
Leisure Products	0.08%	1
Household Durables	0.08%	2
Transportation Infrastructure	0.07%	1
Tobacco	0.05%	1
Food Products	0.04%	1
Road & Rail	0.04%	1
Diversified Consumer Services	0.04%	1
Life Sciences Tools & Services	0.03%	1
Textiles, Apparel & Luxury Goods	0.03%	1
Airlines	0.02%	1
Marine	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VTI	VANGUARD INDEX FDS	Unclassified	6.56%
2	MUB	ISHARES TR	Unclassified	5.96%
3	VOO	VANGUARD INDEX FDS	Unclassified	4.90%
4	VTES	VANGUARD WELLINGTON FD	Unclassified	2.68%
5	SPDW	SPDR INDEX SHS FDS	Unclassified	2.48%
6	BNDX	VANGUARD CHARLOTTE FDS	Unclassified	2.45%
7	VTEI	VANGUARD MUN BD FDS	Unclassified	2.24%
8	EUSB	ISHARES TR	Unclassified	2.21%
9	DFSB	DIMENSIONAL ETF TR DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME	Unclassified	1.83%
10	NVDA	NVIDIA CORP	Information Technology	1.78%

200/350 names classified · sector 22.7% of weight · industry 22.5% · mkt cap 20.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 10 quarters

Information TechnologyNVDA, MSFT, AAPL, TT, TSM · other

Consumer DiscretionaryAMZN, HD, HLT, TEL, LULU · other

FinancialsV, NDAQ, CI, ELV, MORN · other

IndustrialsETN, LRCX, ACN, RHI, BR · other

Communication ServicesGOOGL, DIS, META, GOOG, CMCSA · other

Health CareLLY, WAT, BSX, A, AMGN · other

MaterialsLIN, GLW, CSL, GPK, APD · other

Real EstateCBRE, WY, PLD, AMT, HST · other

Consumer StaplesMDLZ, PEP, GIS, KR, ADM · other

UtilitiesES, NEE, KMI, ED, CMS · other

EnergyXOM, WDS, ENB, CVX, SHEL · other

UnclassifiedVTI, EUSB, MUB, BIV, VOO · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 22.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 20% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (165 classified)SEEDS INVESTOR LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsFinancialsHealth CareMaterialsUtilitiesReal EstateConsumer StaplesEnergy

Style box summary for SEEDS INVESTOR LLC: centroid Large Core. Heaviest cells: Large Growth 9.0%, Large Core 4.2%, Large Value 2.2%.

Classified: 20.2% of book weight (165/350 names) · unclassified 79.8%: VTI, MUB, VOO, VTES, SPDW, BNDX, VTEI, EUSB, DFSB, VEU +175 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 350 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VTIVANGUARD INDEX FDS	140,674	$48M	6.6%	HOLD
2	MUBISHARES TR	409,195	$44M	6.0%	ADD 150%
3	VOOVANGUARD INDEX FDS	56,428	$36M	4.9%	ADD 53%
4	VTESVANGUARD WELLINGTON FD	194,104	$20M	2.7%	ADD 2%
5	SPDWSPDR INDEX SHS FDS	370,987	$18M	2.5%	ADD 6%
6	BNDXVANGUARD CHARLOTTE FDS	372,615	$18M	2.4%	ADD 98%
7	VTEIVANGUARD MUN BD FDS	163,601	$16M	2.2%	HOLD
8	EUSBISHARES TR	370,504	$16M	2.2%	ADD 3%
9	DFSBDIMENSIONAL ETF TR DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME	256,943	$13M	1.8%	ADD 11%
10	NVDANVIDIA CORPORATION	66,621	$13M	1.8%	ADD 10%
11	AAPLAPPLE INC	49,593	$13M	1.7%	ADD 18%
12	VEUVANGUARD INTL EQUITY INDEX F	155,390	$13M	1.7%	TRIM −9%
13	IAUISHARES GOLD TR	135,863	$12M	1.7%	ADD 7%
14	IUSBISHARES TR	265,614	$12M	1.7%	NEW
15	BIVVANGUARD BD INDEX FDS	146,706	$11M	1.5%	TRIM −56%
16	MBBISHARES TR	113,393	$11M	1.5%	NEW
17	SPYSTATE STR SPDR S&P 500 ETF T	14,034	$10M	1.3%	TRIM −17%
18	IBITISHARES BITCOIN TRUST ETF	223,516	$9M	1.3%	NEW
19	JMSIJ P MORGAN EXCHANGE TRADED F	169,063	$8M	1.2%	ADD 13%
20	TFLOISHARES TR	166,683	$8M	1.1%	ADD 18%
21	SPYXSPDR SERIES TRUST	142,394	$8M	1.1%	ADD 6%
22	MDYSPDR S&P MIDCAP 400 ETF TR	11,906	$8M	1.1%	TRIM −8%
23	MSFTMICROSOFT CORP	19,198	$8M	1.0%	ADD 16%
24	GOOGALPHABET INC	22,115	$7M	1.0%	ADD 319%
25	VUGVANGUARD INDEX FDS	14,714	$7M	1.0%	ADD 19%
26	TFISPDR SERIES TRUST	149,975	$7M	0.9%	TRIM −10%
27	BGRNISHARES TR	139,828	$7M	0.9%	ADD 8%
28	SIVRABRDN SILVER ETF TRUST	77,685	$6M	0.8%	HOLD
29	IJHISHARES TR	81,956	$6M	0.8%	ADD 22%
30	GOVTISHARES TR	245,567	$6M	0.8%	NEW
31	AMZNAMAZON COM INC	22,466	$6M	0.8%	ADD 79%
32	PZAINVESCO EXCH TRADED FD TR II	237,249	$6M	0.8%	ADD 55%
33	ISTBISHARES TR	113,731	$6M	0.8%	ADD 24%
34	SPEMSPDR INDEX SHS FDS	103,914	$5M	0.7%	ADD 20%
35	VWOBVANGUARD WHITEHALL FDS	73,062	$5M	0.7%	ADD 121%
36	SCHFSCHWAB STRATEGIC TR	181,385	$5M	0.7%	NEW
37	AVGOBROADCOM INC	12,520	$5M	0.6%	ADD 15%
38	LMUBISHARES TR	91,318	$5M	0.6%	NEW
39	VEAVANGUARD TAX-MANAGED FDS	66,629	$5M	0.6%	NEW
40	BLVVANGUARD BD INDEX FDS	65,738	$5M	0.6%	NEW
41	JMHIJ P MORGAN EXCHANGE TRADED F	91,112	$5M	0.6%	ADD 17%
42	GOOGLALPHABET INC	13,385	$4M	0.6%	ADD 63%
43	SGOLETFS GOLD TR	95,237	$4M	0.6%	NEW
44	SUSBISHARES TR	173,965	$4M	0.6%	ADD 3%
45	SPSMSPDR SERIES TRUST	81,676	$4M	0.6%	TRIM −15%
46	VTVVANGUARD INDEX FDS	20,622	$4M	0.6%	HOLD
47	SCHBSCHWAB STRATEGIC TR	155,335	$4M	0.6%	NEW
48	FTLSFIRST TR EXCH TRADED FD III	56,792	$4M	0.6%	ADD 23%
49	FLMBFRANKLIN TEMPLETON ETF TR	149,840	$4M	0.5%	ADD 17%
50	AOMISHARES TR	70,828	$3M	0.5%	TRIM −11%
51	SPHYSPDR SERIES TRUST	141,539	$3M	0.5%	ADD 62%
52	CAOSEA SERIES TRUST	34,713	$3M	0.4%	ADD 57%
53	CEFSPROTT ASSET MANAGEMENT LP	56,047	$3M	0.4%	NEW
54	TSMTAIWAN SEMICONDUCTOR MFG LTD	7,228	$3M	0.4%	ADD 23%
55	IUSGISHARES TR	15,587	$3M	0.4%	NEW
56	SCHPSCHWAB STRATEGIC TR	96,600	$3M	0.4%	TRIM −39%
57	CVIEMORGAN STANLEY ETF TRUST	32,532	$3M	0.3%	NEW
58	IJRISHARES TR	18,386	$2M	0.3%	ADD 35%
59	VBRVANGUARD INDEX FDS	10,588	$2M	0.3%	TRIM −3%
60	BINCBLACKROCK ETF TRUST II	44,880	$2M	0.3%	NEW
61	IAGGISHARES TR	46,714	$2M	0.3%	NEW
62	QQQINVESCO QQQ TR	3,581	$2M	0.3%	ADD 11%
63	JPMJPMORGAN CHASE & CO	7,157	$2M	0.3%	ADD 11%
64	IVVISHARES TR	3,050	$2M	0.3%	ADD 418%
65	EFIVSPDR SERIES TRUST	31,383	$2M	0.3%	HOLD
66	SPTMSPDR SERIES TRUST	24,971	$2M	0.3%	NEW
67	GLDSPDR GOLD TR	4,715	$2M	0.3%	HOLD
68	HYXFISHARES TR	44,542	$2M	0.3%	ADD 22%
69	AVDVAMERICAN CENTY ETF TR	19,299	$2M	0.3%	ADD 267%
70	EFAISHARES TR	19,755	$2M	0.3%	NEW
71	ESMLISHARES TR	39,797	$2M	0.3%	ADD 15%
72	AVUVAMERICAN CENTY ETF TR	17,044	$2M	0.3%	ADD 474%
73	IQSMNEW YORK LIFE INVESTMENTS ET	53,065	$2M	0.3%	TRIM −47%
74	AVLCAMERICAN CENTY ETF TR	23,204	$2M	0.3%	ADD 24%
75	AVLVAMERICAN CENTY ETF TR	22,229	$2M	0.3%	NEW
76	LLYELI LILLY & CO	1,962	$2M	0.2%	ADD 14%
77	ASMLASML HOLDING N V	1,171	$2M	0.2%	ADD 53%
78	LRCXLAM RESEARCH CORP	6,465	$2M	0.2%	ADD 5%
79	XJHISHARES TR	36,044	$2M	0.2%	NEW
80	VCSHVANGUARD SCOTTSDALE FDS	21,680	$2M	0.2%	NEW
81	COSTCOSTCO WHSL CORP NEW	1,734	$2M	0.2%	ADD 35%
82	IXUSISHARES TR	17,860	$2M	0.2%	ADD 9%
83	METAMETA PLATFORMS INC	2,476	$2M	0.2%	ADD 21%
84	JBLJabil Circuit, Inc.	5,341	$2M	0.2%	ADD 7%
85	TLHISHARES TR	15,639	$2M	0.2%	NEW
86	SYSBISHARES TR	17,490	$2M	0.2%	NEW
87	SPTISPDR SERIES TRUST	53,878	$2M	0.2%	NEW
88	VVISA INC	4,939	$2M	0.2%	ADD 9%
89	AMATAPPLIED MATLS INC	3,870	$2M	0.2%	ADD 18%
90	CIENCIENA CORP	3,251	$2M	0.2%	ADD 138%
91	VOTETCW ETF TRUST	18,556	$2M	0.2%	ADD 15%
92	TTTRANE TECHNOLOGIES PLC	3,179	$1M	0.2%	TRIM −11%
93	EMXCISHARES INC	16,958	$1M	0.2%	NEW
94	VOEVANGUARD INDEX FDS	7,706	$1M	0.2%	TRIM −9%
95	TSLATESLA INC	3,965	$1M	0.2%	ADD 50%
96	HDHOME DEPOT INC	4,210	$1M	0.2%	TRIM −8%
97	SCHVSCHWAB STRATEGIC TR	45,339	$1M	0.2%	NEW
98	WMTWALMART INC	11,328	$1M	0.2%	ADD 6%
99	CHGXEA SERIES TRUST	47,904	$1M	0.2%	ADD 17%
100	ETNEATON CORP PLC	3,332	$1M	0.2%	TRIM −2%
101	IVEISHARES TR	6,122	$1M	0.2%	ADD 352%
102	SCHXSCHWAB U.S. LARGE-CAP ETF	48,590	$1M	0.2%	NEW
103	IVWISHARES TR	10,550	$1M	0.2%	ADD 277%
104	RSPINVESCO EXCHANGE TRADED FD T	6,417	$1M	0.2%	NEW
105	IQSINEW YORK LIFE INVESTMENTS ET	33,343	$1M	0.2%	TRIM −65%
106	MAMASTERCARD INCORPORATED	2,387	$1M	0.2%	TRIM −5%
107	KEYSKEYSIGHT TECHNOLOGIES INC	3,638	$1M	0.2%	ADD 37%
108	ESGVVanguard ESG US Stock - ETF	9,735	$1M	0.2%	HOLD
109	STIPISHARES TR	11,084	$1M	0.2%	NEW
110	VGSHVANGUARD SHORT-TERM TREASURY ETF	19,628	$1M	0.2%	NEW
111	VTEBVANGUARD MUN BD FDS	22,603	$1M	0.2%	TRIM −33%
112	VWOVANGUARD INTL EQUITY INDEX F	19,536	$1M	0.2%	NEW
113	NFLXNETFLIX INC	10,498	$1M	0.2%	ADD 17%
114	TJXTJX COS INC NEW	6,854	$1M	0.1%	TRIM −4%
115	BSVVANGUARD BD INDEX FDS	13,710	$1M	0.1%	NEW
116	IGIBISHARES TR	19,875	$1M	0.1%	NEW
117	CATCATERPILLAR INC	1,300	$1M	0.1%	ADD 77%
118	SPMDSPDR SERIES TRUST	16,268	$1M	0.1%	ADD 6%
119	SPYMSPDR SERIES TRUST	12,398	$1M	0.1%	TRIM −19%
120	IEMGISHARES INC	13,162	$1M	0.1%	NEW
121	HLTHILTON WORLDWIDE HLDGS INC	3,029	$1M	0.1%	TRIM −19%
122	ABBVABBVIE INC	4,761	$1M	0.1%	HOLD
123	ANETARISTA NETWORKS INC	6,467	$998,311	0.1%	TRIM −14%
124	XOMEXXON MOBIL CORP	6,684	$997,471	0.1%	ADD 25%
125	NVSNOVARTIS AG	6,503	$997,426	0.1%	ADD 9%
126	LOWLOWES COS INC	3,992	$991,832	0.1%	ADD 15%
127	LITELUMENTUM HLDGS INC	1,162	$990,942	0.1%	NEW
128	CLSCELESTICA INC	2,553	$981,246	0.1%	TRIM −17%
129	ESGEISHARES INC	19,419	$968,210	0.1%	ADD 105%
130	COHRCOHERENT CORP	3,054	$957,315	0.1%	TRIM −24%
131	DFUVDIMENSIONAL ETF TRUST	18,913	$954,171	0.1%	NEW
132	RSGREPUBLIC SVCS INC	4,490	$950,764	0.1%	ADD 98%
133	CASYCASEYS GEN STORES INC	1,246	$925,038	0.1%	TRIM −30%
134	CBRECBRE GROUP INC	6,248	$918,893	0.1%	TRIM −10%
135	EFGISHARES TR	7,551	$911,777	0.1%	NEW
136	DYNFBLACKROCK ETF TRUST	14,087	$880,438	0.1%	NEW
137	MUMICRON TECHNOLOGY INC	1,879	$874,974	0.1%	NEW
138	BRK.BBERKSHIRE HATHAWAY INC DEL	1,808	$863,392	0.1%	ADD 7%
139	KLACKLA CORP	477	$855,823	0.1%	TRIM −31%
140	WDCWESTERN DIGITAL CORP	2,327	$852,087	0.1%	ADD 95%
141	GSGOLDMAN SACHS GROUP INC	929	$844,770	0.1%	ADD 48%
142	ICVTISHARES TR CONV BD ETF	7,686	$843,923	0.1%	NEW
143	VZVERIZON COMMUNICATIONS INC	18,478	$840,391	0.1%	ADD 33%
144	SLQDISHARES TR	16,597	$838,870	0.1%	NEW
145	KBKB FINL GROUP INC	7,390	$809,769	0.1%	ADD 12%
146	HYDVANECK ETF TRUST	15,804	$805,372	0.1%	TRIM −28%
147	JCIJOHNSON CONTROLS INTERNATION	5,663	$804,405	0.1%	ADD 52%
148	EFVISHARES TR	10,241	$803,509	0.1%	NEW
149	AZNASTRAZENECA PLC	3,879	$792,725	0.1%	NEW
150	GEVGE VERNOVA INC	801	$791,065	0.1%	NEW
151	GEGE AEROSPACE	2,480	$788,685	0.1%	ADD 2%
152	ORCLORACLE CORP	4,827	$786,797	0.1%	HOLD
153	NDAQNASDAQ INC	8,554	$741,757	0.1%	TRIM −8%
154	JNJJOHNSON & JOHNSON	3,076	$738,498	0.1%	ADD 23%
155	TMOTHERMO FISHER SCIENTIFIC INC	1,388	$731,609	0.1%	ADD 19%
156	AMDADVANCED MICRO DEVICES INC	2,816	$718,162	0.1%	ADD 24%
157	BACBANK AMERICA CORP	13,289	$708,989	0.1%	ADD 11%
158	KOCOCA COLA CO	9,209	$698,942	0.1%	HOLD
159	PEPPEPSICO INC	4,479	$697,547	0.1%	ADD 9%
160	CSCOCISCO SYS INC	8,415	$695,131	0.1%	ADD 11%
161	PFGPRINCIPAL FINANCIAL GROUP IN	7,361	$692,955	0.1%	ADD 82%
162	USFDUS FOODS HLDG CORP	7,221	$667,760	0.1%	ADD 5%
163	GLWCORNING INC	3,807	$657,997	0.1%	ADD 8%
164	SPGIS&P GLOBAL INC	1,510	$642,179	0.1%	TRIM −25%
165	BOXXEA SERIES TRUST	5,414	$629,648	0.1%	TRIM −50%
166	QCOMQUALCOMM INC	4,661	$619,167	0.1%	TRIM −7%
167	UTHRUnited Therapeutics Corp.	1,070	$618,749	0.1%	TRIM −28%
168	HASHASBRO INC	6,646	$616,440	0.1%	TRIM −29%
169	LINLINDE PLC	1,228	$613,819	0.1%	ADD 28%
170	SHYGISHARES TR	14,334	$611,204	0.1%	NEW
171	DISDISNEY WALT CO	5,950	$610,448	0.1%	TRIM −19%
172	DEDEERE & CO	1,020	$607,877	0.1%	ADD 34%
173	NVTNVENT ELECTRIC PLC	4,412	$593,346	0.1%	TRIM −2%
174	PGPROCTER AND GAMBLE CO	4,079	$588,880	0.1%	ADD 30%
175	MRKMERCK & CO INC	4,900	$587,855	0.1%	ADD 54%
176	SHESPDR SERIES TRUST	4,265	$580,808	0.1%	ADD 18%
177	MCOMOODYS CORP	1,323	$579,563	0.1%	TRIM −6%
178	RBARB GLOBAL INC	5,465	$564,788	0.1%	ADD 13%
179	EXCEXELON CORP	11,502	$559,690	0.1%	ADD 21%
180	CAHCARDINAL HEALTH INC	2,604	$559,662	0.1%	NEW
181	KRMAGLOBAL X FDS	12,734	$559,641	0.1%	ADD 16%
182	GWWWW GRAINGER INC	481	$555,696	0.1%	TRIM −35%
183	BALLBALL CORP	8,694	$552,170	0.1%	ADD 26%
184	AVMVAMERICAN CENTY ETF TR	7,164	$548,619	0.1%	ADD 39%
185	MCKMCKESSON CORP	634	$547,376	0.1%	NEW
186	INCEFRANKLIN TEMPLETON ETF TR	8,267	$544,953	0.1%	NEW
187	JUSTGOLDMAN SACHS ETF TR	5,454	$539,969	0.1%	ADD 14%
188	HSBCHSBC HLDGS PLC	5,829	$532,640	0.1%	ADD 85%
189	MUFGMITSUBISHI UFJ FINANCIAL GRO	28,942	$525,879	0.1%	HOLD
190	XPOXPO INC	2,469	$525,058	0.1%	ADD 22%
191	WMWASTE MGMT INC DEL	2,305	$523,415	0.1%	ADD 39%
192	DHID R HORTON INC	3,600	$522,939	0.1%	NEW
193	JLLJONES LANG LASALLE INC	1,562	$511,855	0.1%	ADD 3%
194	ESEVERSOURCE ENERGY	7,374	$508,893	0.1%	ADD 13%
195	SYYSYSCO CORP	6,692	$495,489	0.1%	ADD 15%
196	VMBSVANGUARD SCOTTSDALE FDS	10,468	$494,299	0.1%	NEW
197	PLDPROLOGIS INC.	3,553	$491,609	0.1%	ADD 22%
198	CVXCHEVRON CORP NEW	2,623	$490,579	0.1%	ADD 99%
199	RRXREGAL REXNORD CORPORATION	2,329	$487,673	0.1%	ADD 19%
200	SCHESCHWAB STRATEGIC TR	13,791	$487,249	0.1%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VTIVANGUARD INDEX FDS

133K

136K

138K

139K

141K

$48M

MUBISHARES TR

249K

240K

261K

137K

164K

409K

$44M

VOOVANGUARD INDEX FDS

15K

18K

22K

29K

37K

56K

$36M

VTESVANGUARD WELLINGTON FD

98K

127K

165K

183K

190K

194K

$20M

SPDWSPDR INDEX SHS FDS

105K

152K

259K

311K

350K

371K

$18M

BNDXVANGUARD CHARLOTTE FDS

127K

131K

153K

161K

188K

373K

$18M

VTEIVANGUARD MUN BD FDS

—

165K

162K

164K

$16M

EUSBISHARES TR

374K

370K

330K

345K

360K

371K

$16M

DFSBDIMENSIONAL ETF TR DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME

213K

197K

187K

204K

231K

257K

$13M

NVDANVIDIA CORPORATION

63K

55K

58K

59K

61K

67K

$13M

AAPLAPPLE INC

30K

29K

30K

31K

42K

50K

$13M

VEUVANGUARD INTL EQUITY INDEX F

170K

167K

168K

170K

155K

$13M

IAUISHARES GOLD TR

78K

98K

113K

120K

127K

136K

$12M

IUSBISHARES TR

—

266K

$12M

BIVVANGUARD BD INDEX FDS

216K

232K

268K

295K

336K

147K

$11M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆SEEDS INVESTOR LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 350 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

SEEDS INVESTOR LLC